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June 23rd, 2017 |

Great return on investment

Investing the time and energy to track expenses and planning ahead will provide a great return for amount saved.  Any potential return on…

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June 20th, 2017 |

Fighting financial fraud

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June 8th, 2017 |

Investor Access mobile check deposit

Here is another piece of technology that will help to save you time and money, the Raymond James Mobile Check Deposit App.

I use…

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June 6th, 2017 |

Small steps to a better you

What does it mean to invest in our health? While eating that apple a day is still a great idea, there are many…

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May 15th, 2017 |

Nurturing moneywise children

Parents often emphasize the importance of education to their beloved children. The rewards are obvious. Yet all too many forget to bolster that…

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April 26th, 2017 |

Don’t forget about digital assets

Digital assets include any content or electronic information stored on a computer or through computer-related technology – such as financial accounts, social media…

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April 14th, 2017 |

How old is old?

I was recently reminded of a study done years ago to determine how old we think is old?  There have been several similar…

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April 10th, 2017 |

Grandparents are teachers, too

Surprisingly, millennials and their grandparents share similar attitudes about money.  Consider these ways to impart financial wisdom early and often.

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March 31st, 2017 |

Knowing where you stand financially

 

My wife and I are expecting our first child this coming October and we are beyond thrilled.  This excitement shifted to fear and…

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March 29th, 2017 |

Please join us April 19th for a shredding party!!

Taxes are due on Tuesday, April 18th-just a few weeks away! On Wednesday, April 19th, lighten your paperwork load and bring your old…

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